Magento 2 - Ecommerce Bootcamp (3 Day) Minneapolis - September 2017

• You should be computer literate (familiarity with the internet and basic tools such as word-processing)
• You are responsible for improving your Magento store
• Would like to know what you can do to minimise how often you need support from your developer

Overview of the Magento Catalogue

• How the catalogue is put together
• The important terminology
• How to plan your catalogue and what to do before you put your first product in
• Safeguarding yourself so mistakes can be reversed

Creating and Managing Attributes and Attribute Sets

• The importance of attributes when creating a catalogue
• Knowing what the different types of attributes are and what to use them for
• Creating attribute sets and other tasks before you set up a product
• The many different functions of attributes

Creating and Managing Store Products

• Step by step process for creating a product
• Understanding all of the different product types and when to use them
• The trouble-shooters checklist that will save you time when resolving problems with products on your store
• Setting up each of the product types
• Understanding Magento's inbuilt stock control system
• The importance of good naming conventions

Managing Categories

• The categories options
• Understanding when to use root categories and when to use sub-categories
• Defining products within a category
• Using reusable content (static blocks) and images within the category
• Setting up filtering so that customers can restrict the view of products to the ones they are looking for
• Adding custom sort facilities

Using Spreadsheets

• Using speadsheets to maintain product data
• Create new products (including configurable) by importing data
• Dramatically decrease the number of hours spent managing products
• Reduce the likelihood of human error
• Create simple purposeful spreadsheets for use in import

Customer Service and Order Processing

• Introduction to the areas of Magento for Sales and Customer Service staff
• Understanding the order process and each of the steps
• How the different ways to pay could affect an order
• Keeping good records to solve future problems and queries
• How to quickly find orders or customers
• The step by step guide to ordering
• How to process a paid order
• Shipping orders and delivery tracking codes
• Issuing credit notes for part or all of an order
• Making adjustments to orders

Telephone/Offline orders

• Setting up a customer account
• Placing an order on an account
• Taking payments over the phone
• Discounting orders on the fly

Customer Information

• Updating customer records
• Creating and amending address details (including multiple addresses)
• Reordering based on previous orders
• Using customer accounts to help generate up-sell opportunities

The Content Management System (CMS)

• Navigation of the backend of the system
• Difference between the content types
• Overview of reusable content
• Setting up content pages in your store
• Using the WYSIWYG editor to format your content and understanding the elements available
• Using the media centre to store your library of images that are outside of the catalogue.
• Methods to help find images in the future.
• Managing the pages including naming conventions
• What are static blocks?
• Creating a static block
• Using a static block in your content
• Using static blocks in product categories
• Introduction to widgets
• Using widgets in pages of content
• Using widgets to create product/ category specific content
• Using widgets to put content information on any page of your site (including checkout process, registration success etc)
• Using Variables and Customer Variables
• Setting up and using the system variables
• Configuring custom variables and where to use them
• Using variables to create managable marketing messages

Transactional Emails

• Customising standard emails for example the order email to match your business
• Opportunities to send out order sensitive promotions

Marketing Tools within Magento

• What you can do within the Magento system to promote your products
• Ways that Magento deals with seasonality
• Common mistakes to avoid when promoting products
• The value of sampling and split testing to ensure always improving results
• Running and Managing your own Promotions
• Understanding and using special prices
• Cross-selling, up-selling and related products
• Time dependant offers
• What's the difference between Shopping Cart Rules and Catalogue Rules?
• Where are shopping cart rules used?
• Setting up vouchers
• Setting up group specific offers
• Using the query builder to create sophisticated and targeted offers
• What are catalogue rules users?
• Setting up simple sales
• Setting up sophisticated sales
• Using catalogue rules to make your promotions easier to manage

Search Engine Optimisation for Magento

• Optimising products to be 'Search Friendly'
• How to ensure your website is not seen as 'spam' by the search engines

Running multiple Website, Languages and Currencies from one Magento installation

• Currency conversion versus base currencies
• Setting up a simple currency convertor
• Setting exchange rates
• The user experience
• Creating store views
• How editing products and categories changes when you are using a multistore system
• Assigning currency
• How to change prod0uct names and descriptions for each store view
• Applying independent themes